Onyx Bridge Wealth Group LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$930M
Holdings
371
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 60.8% (890 → 349 shares)
10.5%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 98.4% (50.9k → 819 shares)
3.2%
03
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Exited (was 582.9k shares)
2.8%
04
$VUG
VANGUARD INDEX FDS
Q1 2026: Increased +18468.8% (564 → 104.7k shares)
2.6%
05
$AAPL
APPLE INC
Q1 2026: Increased +189.5% (5.8k → 16.6k shares)
2.5%
06
$WTV
WISDOMTREE TR
Q1 2026: Exited (was 236.5k shares)
2.1%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +2723.7% (870 → 24.6k shares)
1.9%
08
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Sold 95.9% (79.7k → 3.2k shares)
1.8%
09
$FLXR
TCW ETF TRUST
Q1 2026: Exited (was 330.4k shares)
1.6%
10
$CGDG
CAPITAL GROUP DIVIDEND GROWE
Q1 2026: Exited (was 414.5k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:33 UTC.